UBS Group

UBS Group Portfolio holdings

AUM $478B
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Return
+10.75%
1 Year Return
+17.78%
3 Year Return
+59.77%
5 Year Return
+91.78%
10 Year Return
+181.19%
AUM
$478B
AUM Growth
+$26.7B
Cap. Flow
-$15.9B
Cap. Flow %
-3.33%
Top 10 Hldgs %
17.72%
Holding
9,744
New
859
Increased
3,952
Reduced
3,777
Closed
845

Sector Composition

1Technology22.14%
2Financials11.57%
3Industrials8.19%
4Consumer Discretionary8.18%
5Healthcare7.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$726K﹤0.01% 46,038
-25,247
-35%
-$398K
$725K﹤0.01% 27,248
+17,610
+183%
+$468K
$724K﹤0.01% 184,703
-62,528
-25%
-$245K
$723K﹤0.01% 36,835
-4,823
-12%
-$94.7K
$723K﹤0.01% 138,148
+100,595
+268%
+$526K
$722K﹤0.01% 543,021
+291,865
+116%
+$388K
$721K﹤0.01% 55,444
-4,100
-7%
-$53.3K
$721K﹤0.01% 18,250
-6,175
-25%
-$244K
$719K﹤0.01% 19,187
-4,491
-19%
-$168K
$718K﹤0.01% 23,657
+13,998
+145%
+$425K
$718K﹤0.01% 300,263
+103,242
+52%
+$247K
$718K﹤0.01% 472,042
-18,158
-4%
-$27.6K
$717K﹤0.01% 18,718
-2,616
-12%
-$100K
$717K﹤0.01% 12,670
-8,900
-41%
-$503K
$716K﹤0.01% 13,845
-2,743
-17%
-$142K
$715K﹤0.01% 275,895
+192,833
+232%
+$499K
$714K﹤0.01% 9,749
+3,414
+54%
+$250K
$714K﹤0.01% 29,806
-7,905
-21%
-$189K
$714K﹤0.01% 65,289
+48,001
+278%
+$525K
$713K﹤0.01% 387,759
+386,485
+30,336%
+$711K
$712K﹤0.01% 10,427
+1,901
+22%
+$130K
$712K﹤0.01% 60,359
+5,651
+10%
+$66.7K
$712K﹤0.01% 40,512
+5,270
+15%
+$92.6K
$711K﹤0.01% 14,451
+2,003
+16%
+$98.5K
$709K﹤0.01% 81,421
+11,072
+16%
+$96.4K